1 Feature Summary

The enhancements below are included in this release.

Noteworthy Enhancements

This guide outlines the information you need to know about new or improved functionality in the Oracle Retail Order Management Suite Cloud Services update and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Column Definitions

• Feature: Provides a description of the feature being delivered.

• Module Impacted: Identifies the module associated with the feature, if any.

• Scale: Identifies the size of the feature. Options are:

  • Small: These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

  • Medium: These UI or process-based features are typically comprised of field, validation, or program changes. Therefore the potential impact on users is moderate.

  • Large: These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

• Delivered: Is the new feature available for use immediately after upgrade or must the feature be enabled or configured? If no, the feature is non-disruptive to end users and action is required (detailed steps below) to make the feature ready to use.

• Customer Action Required: You must take action before these features can be used. These features are delivered disabled and you choose if and when to enable them.

Feature	Module Impacted	Scale	Delivered	Customer Action Required?
New and Updated Features
Important Announcement about Deprecated Functionality	Order Administration – Classic View Order Entry/Maintenance (OEOM), Order Inquiry (OIOM), Held Orders (ERHO, DHOS), and Catalog Requests (WCAT, PCAT, RCAT, DCAT)	Large	Yes	Yes, upon update
Order and Customer Search	Order Administration – Modern View Contact Center Order	Medium	Yes	No
Order Summary Ship-To Options Redesign	Order Administration – Modern View Contact Center Order	Medium	Yes	No
Address Form Redesign	Order Administration – Modern View Contact Center Order	Medium	Yes	No
Customer Information (Notes, Profile, User Defined Fields, and Customer Tax Details)	Order Administration – Modern View Contact Center Order	Large	Yes	No
Order Email	Order Administration – Modern View Contact Center Order	Small	Yes	No
Order Line Coordinate Group	Order Administration – Modern View Contact Center Order	Small	Yes	No
Variable Set Items	Order Administration – Modern View Contact Center Order	Medium	No	Yes
Duplicate Item Check	Order Administration – Modern View Contact Center Order	Medium	Yes	Yes
Accompanying Items	Order Administration – Modern View Contact Center Order	Small	Yes	No
Ship-To Level Discounts	Order Administration – Modern View Contact Center Order	Medium	Yes	Yes
Item Price Breaks	Order Administration – Modern View Contact Center Order	Small	Yes	No
Save Original Ship To Type during Edit	Order Administration – Modern View Contact Center Order	Medium	Yes	No
Messages	Order Administration – Modern View Contact Center Order	Medium	Yes	No
Order Ship To Additional Information and Totals	Order Administration – Modern View Contact Center Order	Medium	Yes	No
Order Line Offer Override	Order Administration – Modern View Contact Center Order	Small	Yes	No
Open Pick Tickets	Order Administration – Modern View Contact Center Order	Medium	Yes	No
Invoice VAT Hidden Tax	Order Administration – Modern View Contact Center Order	Small	Yes	No
Pre-Order Quotes	Order Administration – Modern View Contact Center Order	Large	No	Yes
Customer Page Redesign	Order Administration – Modern View Contact Center Customer	Large	Yes	No
Create Customer	Order Administration – Modern View Contact Center Customer	Medium	Yes	No
Alternate Customer Numbers	Order Administration – Modern View Contact Center Customer	Small	No	Yes
Customer Tax Details	Order Administration – Modern View Contact Center Customer	Small	No	Yes
Email Addresses	Order Administration – Modern View Contact Center Customer	Small	Yes	No
Notes	Order Administration – Modern View Contact Center Customer	Small	Yes	No
Profile	Order Administration – Modern View Contact Center Customer	Small	Yes	No
User Defined Fields	Order Administration – Modern View Contact Center Customer	Small	No	Yes
Match Code	Order Administration – Modern View Contact Center Customer	Small	Yes	No
Fraud Check	Order Administration – Modern View Contact Center Customer	Small	Yes	No
Delivery	Order Administration – Modern View Contact Center Customer	Small	No	Yes
Associate Price	Order Administration – Modern View Contact Center Customer	Small	No	Yes
Customer Discount Percent	Order Administration – Modern View Contact Center Customer	Small	No	Yes
Price Column	Order Administration – Modern View Contact Center Customer	Small	No	Yes
Price Group	Order Administration – Modern View Contact Center Customer	Small	No	Yes
Error Orders	Order Administration – Modern View	Medium	No	Yes
Pending Orders	Order Administration – Modern View	Medium	No	Yes
Catalog Requests	Order Administration – Modern View Contact Center Customer and Message Queues	Large	No	Yes
Prevent Applying Shipping Rewards	Order Administration – ORPE Promotion Engine Integration	Small	No	Yes
Oracle Retail Customer Engagement Multiple Organizations	Order Administration	Small	No	Yes
Address Validation	Order Administration – Address Validation Integration	Large	No	Yes
Type-Ahead Address Lookup	Order Administration – Address Lookup Integration	Large	No	Yes
Payment Configuration Enhancements	Order Administration – Modern View	Small	Yes	Yes
Order API	Order Administration – Web Services	Medium	No	Yes
Order Pick Ticket API	Order Administration – Web Services	Small	No	Yes
Return Authorization API	Order Administration – Web Services	Medium	No	Yes
Sales Audit (ReSA) Integration Endpoints	Order Administration – RMFCS Integration	Small	No	Yes
Performance Enhancements	Order Administration	Small	Yes	No
Database and Retail Data Store Updates	Order Administration	Small	Yes	No
Retail Home Subscription Metric Report	Order Administration	Small	Yes	No
Order Administration Status Recovery	Order Orchestration: Order Administration Integration	Small	No	Yes
Database and Retail Data Store Updates	Order Orchestration	Small	Yes	No
Retail Home Subscription Metric Report	Order Orchestration	Small	Yes	No

Order Administration Enhancements

Important Announcement about Deprecated Functionality

Important:

This release currently includes functionality that has been deprecated, but the documentation does not yet reflect the changes. An update to the documentation is in development. To understand the specific functionality that has been deprecated, see the section Scheduled Deprecated Features Removed and the Deprecation Advisory on My Oracle Support at the following Doc ID: 2953017.1

The following features have been removed. If you are using any of these features refer to the Scheduled Deprecated Features Removed section for additional details.

• Classic View Order Entry and Maintenance Screens (OIOM, OEOM, DORI). Use Modern View instead.

• Classic View Held Order Screens (ERHO, DHOS). Use Modern View instead.

• Catalog Request Print File (WCAT, PCAT, DCAT, RCAT). Use Catalog Request Outbound Advanced Data Queue instead. Prior to updating, all pending catalog request should be printed and deleted from the catalog request table using existing processes. Post update, the remaining records will not be moved to the new queue process and would need to be re-entered.

Modern View Contact Center Order Enhancements

With this update, several enhancements have been added to Modern View Order Entry and Order Summary.

Order and Customer Search

With this update, when searching by Customer Number, the search is performed against Customer Primary Addresses, and there can only be one exact match. This is the only customer search scenario that opens the customer screen (Customer Order List), bypassing the result list screen when a match is found.

When searching by all other customer search criteria (not Customer Number), the results list screen is displayed even for a single matching record. This table lists the first 15 customers that matched the search criteria you entered on the Search for Orders or Customers page to search for a customer.

Note:

After performing a search, the New Search button is renamed to Modify Search at the top of the page to clear the currently displayed orders or customers and restore the Search for Orders and Search for Customers fields, with each of these fields retaining the previous search criteria.

The results list page now includes multiple tabs to allow filtering based on each Ship-To type. This is useful when a representative is speaking with a person who received an order that was purchased by someone else.

• The Primary Address tab is shown as default displaying matching results from the Customer (Sold To)/Primary Address.

• The One-Time Address tab displays matching results from the One-Time Ship-To Addresses associated to an order as the ship-to.

• If the search criteria included Customer Number or Match Code, the following message displays within the result table: "One-Time Address search is not valid for Customer Number or Match Code."

• The Address Book tab displays matching results from the Address Book Ship-To Addresses associated to an order as the ship-to.

• If the search criteria included Customer Number, the following message displays within the result table: "Address Book search is not valid for Customer Number."

Order Summary Ship-To Options Redesign

For enhanced usability, the following ship-to options have been moved from the main Order Summary page to a More Options ellipsis menu on the Ship-To section. The behavior and display rules for each of these options have not changed.

• Add Item

• Additional Charges

• Send Contact Us

• Open Pick Tickets (new option)

• Return

• Create Misship

• Cancel

• Delete

Address Form Redesign

For enhanced usability, all pages in Modern View with editable address data have been redesigned to group data into the following sections and require less scrolling:

• Name

  • Select the Add Prefix, Suffix or Middle Initial link to display or hide these fields

• Address

  • If a value is not defined in the Default Country (B17) system control value, a country must be selected to expand the address fields

  • Type-Ahead Address Lookup is also available if using an address verification service.

• Email

  • Existing logic defines if the Email Opt-In field displays on each page.

• Phone

  • Phone is available only when selected to display in the Work with Contact Center Field Display (WWCC) menu option.

• Additional Details

  • Existing logic defines with fields display on each page.

The follow pages in Modern View support the redesigned address form:

• Create and Edit Customer

• Customer Information in Order Entry

• Edit Sold-To and Ship-To in Order Summary

• One-Time Address in Order Entry and Order Summary

• Create and Edit Address Book in Customer, Order Entry and Order Summary

• Schedule Courier Pickup for Returns in Order Summary

Customer Information

With this update, additional information about the customer can be configured to display in Order Entry and Order Summary.

Order Entry can be configured to display Notes, and prompt for Profile and User Defined information when advancing through the Customer Information step once the customer is selected.

• Notes, to share information about the customer, will automatically display if at least one note is flagged to Display in Order Entry for the selected customer.

• Profile data, to define demographics or characteristics about the customer, can now be entered and viewed. If a profile category is required, a value must be selected to save the Profile. This is displayed only when:

  • there is at least one category with responses defined in Work with Profile Categories (WPFL),

  • and there is a required profile category that does not have a saved or default response defined,

  • and IF Alternate ID Required for Display Customer Profile (K87) system control value is set to Yes, then the customer must also have a Primary Alternate Customer Numbers assigned in order for the window to be triggered for display.

• User Defined Fields, to collect additional information about the customer. When at least one record has been defined in Work with User Defined Fields (WUDF) as customer (CST) file code, the User Defined Fields window is triggered in Order Entry based on the combined values of the following system control values:

  • User-Defined Field Prompting for Existing Customers (D33),

  • and Customer Class for User Defined Field Prompting (G04).

Order Entry has enhanced how Customer Tax Details are handled on the Shipping and Review steps.

• When Customer Exemptions are defined, if the expiration date is blank or in the future, the Tax Code and Identification are defaulted. If current or in the past, only the Tax Code defaults. Additionally, if the Tax Code is Exempt or Resale, the Tax Identification is required.

• When VAT Exemptions are defined and the Tax Included in Price (E70) system control value is set to Yes, a Tax Code of Exempt and Tax Identification of VAT EXEMPT are display only.

• As Ship-To’s are added or removed, customer tax exemptions will be reflected on the Shipping and Review steps.

Order Summary now includes options to access Notes and Profile information within a banner at the top of the page.

• Notes can be viewed by selecting a Display Notes button under Important Customer Information. At least one note must be flagged to Display in Order Entry for the banner to display.

• Profile data can now be accessed selecting an Update Profile button under Missing Profile Data when:

  • The prompt for Mandatory Demographics in Order Maintenance (E60) system control value is set to Yes,

  • and there is at least one category with responses defined in Work with Profile Categories (WPFL),

  • and there is a required profile category that does not have a saved or default response defined,

  • and IF Alternate ID Required for Display Customer Profile (K87) system control value is set to Yes, then the customer must also have a Primary Alternate Customer Numbers assigned in order for the window to be triggered for display.

Order Email

Order Email can be defined through the Order Settings window in Order Entry. The customer’s primary email will be defaulted during the final order submit if no other email is selected or entered.

If a new email address is entered, it will be added as a non-primary email to the Customer record with the Email Opt-In setting from Default Opt-In/Opt-Out Flag for Customer (G97) system control value, if populated. Otherwise, it will be set to Email Order Information. Refer to Email Addresses in the Customer page for more information.

Order Line Coordinate Group

Coordinate Group is now available to be assigned for each order line within Order Entry to allow items to be grouped together for shipping. Previously, this was only available through Edit Order Line in Order Summary.

Coordinate Group is available only when selected to display in the Work with Contact Center (WWCC) menu option.

Variable Set Items

Variable Sets can now be added to orders through Order Entry where a user can select to add items up to the required quantity for one or more groups of variable sets.

The Select Variable Set Items window has also been enhanced for Order Entry and Order Summary with the following updates:

• Items Selected and Items Required is now Quantity Selected and Quantity Required.

• A price can now be overridden or set to No Charge with a Price Override Reason when a user has ALLOW authority to the PRICE OVERRIDES (A23) secure feature.

• Unit Price is now displayed if a price is defined for the offer, otherwise displays 0.00.

  • In Order Entry, the unit price is from the item offer associated with the Current Offer Number (A33) system control value.

  • In Order Summary, the unit price is from the item offer associated with the Source Code on the Order Header.

• Additional error messaging will display during Add to Order if required data is not populated.

Duplicate Item Check

With this update, Order Entry now displays a warning message if an item is added to the order within the specified number of days defined in Duplicate Item Days (C58) system control value when the Duplicate Item Check (C09) system control value is set to Yes. In the window, select Yes to add the duplicate item to the order or No to not include.

• For set items, the warning message is shown only for the main set item and not the components.

• For coordinate items, the warning message is shown for the trigger item and for each duplicate component items.

• For variable set items, the duplicate check is not applied.

• For system generated items such as accompanying items, the warning message is shown upon navigating to the Review Order and Verify Order Information step.

• When copying items from one ship-to, to another, the warning message is shown. For multiple ship-to orders with accompanying items, the duplicate item check warning is displayed again during a move/copy of the trigger item.

Orders submitted through the Order API that get placed in error due to a duplicate item (error code I1) can now be corrected through the Edit Order Line screen in Order Summary. An order line can either be removed or the Allow duplicate item field can be selected, on the Edit order Line screen, to bypass the duplicate check. Click Resubmit or the Unlock Order button to clear the duplicate item error.

Accompanying Items

With this update, Order Entry now allows accompanying items, that are added to an order automatically based on a trigger item, to be optionally deleted from the Review Order and Verify Order Information step or Order Summary panel.

• If the trigger item is deleted, any accompanying items that were added will also be deleted.

• If the trigger item is moved or copied to another ship-to, any accompanying items will be removed from the original ship-to and added to the new ship-to during the Review and Refresh processes.

To easily identify an accompanying item, a message has been added to the Review Order and Verify Order Information step. An example message includes: “This is an accompanying item and was automatically added with item BLUE PEN (PEN).”

An error message will display if there is a ship-to that only has items that were automatically added to the order.

Ship-To Level Discounts

The Discount Percent field is now always available on the Shipping step of Order Entry. Previously, it was unavailable when the Promotion Engine (ORPE) was enabled.

A Discount Amount field is now available on the Shipping step of Order Entry for each Ship-To that will allow a flat discount amount off the order to be prorated against all discountable lines. Any additional source code, offer, percentage and Order Administration promotions base discounts will be applied in addition to this amount.

The Discount Amount field is available when:

• Use ORPE Promotion Engine (M77) system control value is set to No,

• Prorate Dollar Discounts and Coupons (D90) system control value is set to Yes,

• Maximum Discount Amount (D91) system control value is greater than 0,

• Automatically Reprice Coupon (K02) system control value is set to No,

• And the Source Code on the order is set with a price method of Reg Plus Reprice.

Note:

Maximum Discount Amount (D91) system control value will be defaulted to 100.00 and can optionally be overridden through Work with System Control Values (WSYS). The discount amount must not exceed the defined value.

Item Price Breaks

Item Price Break details are now available to be displayed by selecting the Price Break option for an individual order line through Order Entry on the Review tab and Order Summary. Price Breaks are displayed based on the Offer associated to the Source Code on the order.

The Associate Price is available only when selected to display in the Work with Contact Center (WWCC) menu option.

Save Original Ship To Type during Edit

When editing a ship to address, a Primary Address and Address Book Ship To can optionally be retained and updated instead of always being converted to One Time Ship To address.

Select the Retain Current Ship To Type option on the Edit Order Ship To Address screen from the Order Summary page to update the current ship type. Unselect to create a One Time Ship To record for the order.

• Use caution when choosing to retain, as edits will impact all orders associated to the same ship to record.

• A ship to type identifier will display next to the option.

Note:

Recipient Ship To's will always be converted to One Time Ship To’s, as that ship to type has been deprecated and should no longer be used.  

Messages

The contents of the Order Line Message window have been modified for a more user-friendly layout that includes:

• Print and Print Location have been renamed to Message Type.

• Message Type is now first and once selected, will filter the Message Templates available for selection. If no templates are defined, the field will be hidden.

• Existing Message Types values have been renamed:

  • Nowhere is now Internal

  • Print on both invoice and pick slip is now Invoice and Pick

  • Print on invoice only is now Invoice

  • Pick Slip is now Pick

  • Refund is now Refund Check

The following Message Types are now available to be added and displayed for Order Ship-To Messages: Invoice, Invoice and Pick, and Refund Note.

Note:

The User Defined message type is not supported through Modern View. Data previously entered with this type is not available for display.

Order Ship To Additional Information and Totals

An Additional Information and Totals panel is now available to expand on the Order Summary page for each Order Ship-To. Within the panel, on the left, is all information that was previously available by selecting the Additional Information button and, on the right, are all charges and applied merchandise discount messages.

• Information within the Additional Information panel is only displayed if there is a value.

• Merchandise and Additional Charge fields have been removed from the Edit Ship To Information page, as they are now available under Additional Information and Totals.

Order Line Offer Override

When the Offer is changed on the Edit Order Line window during Order Entry, the system now validates the items eligibility for gift wrap, personalization and coordinates.

• A snackbar message shows the Offer has been updated.

• Any gift wrap and personalization (and associated fees) are removed from the order line. The available gift wrap and personalization options available for the current offer are displayed upon re-opening Edit Item window.

• The item to display is updated, and the Coordinates and Personalize links in the Order Summary panel are removed, based on whether or not the item has coordinates and personalization associated with the current offer.

• The price for the order line for the new Offer is updated after Review/Refresh Order.

Note:

Coordinate item(s) already added to the order remain on the order with the original offer and are not automatically removed.

Open Pick Tickets

Open Pick Tickets can now be viewed by selecting a Pick Tickets under the More Options ellipsis menu on each Ship-To within the Order Summary page. The option is only displayed if there are open pick tickets for that ship-to.

Select a single pick ticket to view header and line level information including the status, printed date, item, pick line number and quantity printed. Open pick tickets include pre-picks that have authorization or need an authorization but have not yet been selected in a run of Work with Pick Slip Generation.

Invoice VAT Hidden Tax

VAT Hidden Tax is now displayed on the Invoice tab in Order Summary when Tax Inclusive Pricing (E70) is set to Yes. When there is a VAT Tax amount on the invoice, the following explains the Invoice fields:

• Merchandise is the total merchandise minus the hidden tax.

• Tax is the total of regular tax plus the VAT Hidden Tax

• Gross Margin percent is the Gross Margin Price divided by the Merchandise total.

  • Gross Margin Price is the total merchandise, minus VAT hidden tax, minus cost.

Pre-Order Quotes

Pre-Order Quotes can now be entered through Modern View Order Entry and then managed or converted to an order through Order Summary. Previously, entering a new Quote was only available through Classic View.

Quoting allows you to create a pre-order for a customer listing the items the customer wishes to order, and the estimated order totals should the customer agree to place the order. The system does not reserve inventory or perform background async updates for the quote until it is converted to an order. Optionally, the system assigns an expiration date to a quote, indicating how long the estimated quote is valid before it expires.

To create a quote, you must define the customer requesting the quote, the merchandise included in the quote, and a delivery address for the merchandise. Entering a quote is like entering a standard order:

• You enter and verify customer and quote information within Order Entry between the Customer Information and Review steps.

• Select a Quote Origin in the Order Settings window to identify the order as a Quote. Origins are configured as Quotes through the Work with Order Types (WOTY) menu option in Classic View.

• The freight charges on a quote are not guaranteed unless Override Freight on Quote Conversion (K76) system control value is set to Yes. The system applies the freight and additional freight charges on a quote as a freight override when you accept the quote.

• You add items to the quote at the Add Items to the Order step as for a standard order. The system uses standard pricing logic to determine the price of each item on a quote and whether the quote is eligible for any discounts or promotions.

• Define a price override reason to guarantee the price will not change. A price override reason is defaulted from Price Override Reason for Quotes (K75) system control value or can be manually selected.

• You can create a standard customer membership in quote entry. However, the system creates the customer membership in an inactive status and it will remain inactive until you convert the quote to an order.

• At the Add Payment step, quotes can be created with (required) or without (optional) payment information depending on the Pay Method Required flag setting in Work with Order Types (WOTY).

• Cash/check payment methods are now allowed on Quotes.

• When Pay method required flag is set to Yes, the system will apply the same rules as standard orders.

• When you accept the quote, you can select to email a Quote Confirmation and print a Quote form for the customer, listing the items on the quote and the estimated order totals.

In addition, you can receive quotes through the Generic Order Interface (Order API). For more information see the Order Administration Cloud Service Web Services Guide (MOS ID: 2953017.1).

Quotes are supported only when:

• there is a single ship-to in the order.

• there are no lines with a negative quantity, reserved or an express bill ship via assigned.

• this is not a pickup order ship-for-pickup order.

A quote can be canceled in Order Summary by selecting the Cancel option for the Ship-To. The Quote status will be changed to Closed and will now be display only. Demand is not reduced even if the Reduce Demand flag is set to Y on the Cancel Reason Code (WCNR) record.

• An individual line item cannot be canceled through Order Summary; instead, it must be deleted. Additionally, if the line quantity is reduced a cancel reason is not required.

When a quote is converted to an order by changing the order type in Modern View Order Summary, the system removes the cancellation date at the header and detail and determines if the order line(s) can be reserved.

Modern View Contact Center Customer Enhancements

With this update, several enhancements have been added to Modern View Customer pages including an enhanced layout and additional fields that were previously available only through Classic View.

Customer Page Redesign

For enhanced usability, the Customer page has been redesigned to further incorporate Redwood styling and additional customer information.

Important:

All new fields will be set to hidden by default in the Work with Contact Center (WWCC) menu option. A user must manually select to display each field that is needed after the update is applied.

A new panel on the left contains name, address, phone and email along with key customer data including the Customer Since, Customer Class, Fraud Check and Associate Price fields. Additionally, you can advance to Frequent Purchases and Address Book records.

Note:

Customer Class is only available when selected to display in the Work with Contact Center (WWCC) menu option. Previously, it used Require Customer Class in OE, WCAT and WCST (H85) system control value.

To the right of the title, select +Create Order to start a new order for this customer. Additionally, there is now the More Options ellipsis menu available with the following additional customer data options:

• Alternate Customer Numbers

• Customer Tax Details

• Email Addresses

• Loyalty: available only when Use ORCE Loyalty (M06) system control value is set to Yes.

• Memberships: moved from a tab on the main page to the ellipsis menu.

• Notes

• Profile: available only when there is at least one category with responses defined in Work with Profile Categories (WPFL).

• Order Administration: Catalog Requests: available only when selected to display in the Work with Contact Center (WWCC) menu option.

• User Defined Fields: available only when there is at least one record defined in Work with User Defined Fields (WUDF) as customer (CST) file code.

In the main area of the Customer page, the following tabs are available:

• Orders

• Items

• Purchase History: available only when ORCE Customer Integration (L37) system control value is set to INTERACT.

Create Customer

A customer can now be created after performing a customer search from the Search for Orders or Customers page. Select + Create Customer and enter the name, address, email, phone and additional information about a customer to create.

If a duplicate customer is found, the Duplicate Customers Found window opens where you can select to continue with the new customer record or select an existing customer with the same Match Code.

If ORCE Customer Integration (L37) system control value is set to INTERACT, the new customer record is sent to Customer Engagement. If the Use ORCE Loyalty (M06) and Prompt to Join Loyalty (M07) system control values are set to Yes, the prompt to enroll in the loyalty program is shown on Customer List.

Select Request Catalog to open the catalog request page after the customer is created. Refer to the Order Administration: Catalog Requests section for more information.

Alternate Customer Numbers

Alternate Customer Numbers are now available to be managed through the Customer pages where you can define one or more customer identifiers that may be used by another application and can be used for searching purposes in Order Administration.

• The Alternate Customer Number field labels are based on the Alternate Customer Number Label Description (H95) system control value if populated; otherwise, Alternate Customer Number will display.

Define a primary alternate customer number only through the Create and Edit Customer pages. Additionally, you can only remove the primary when Display Alternate Customer Cross Reference Window (I84) system control value is set to Yes from the Edit Customer page.

• The Assign Alternate Customer # (I88) system control value controls whether the system automatically assigns an alternate customer number each time a customer is created if not populated.

• A user must have ALLOW authority to Change Alternate Customer Number (B11) secured feature to update the primary Alternate Customer Number; otherwise, it is display only.

• The primary alternate number is only available when Alternate Customer is selected to display in the Work with Contact Center (WWCC) menu option.

View, Add, Edit and Delete through the Alternate Numbers drawer by selecting the option under the More Options ellipsis menu on the Customer page. A badge will identify which number is the primary alternate number if one is defined for the customer and it cannot be deleted through this drawer.

Customer Tax Details

Customer Tax Details, to manage customer, VAT and State or Province exemptions are now available within the Customer page. A user must have ALLOW authority to Update Customer Tax Details in MV (J14) secured feature to update tax details.

• Customer Exemption details that apply regardless of the shipping address.

• VAT Exemption details that apply only when the customer is exempt from Value Added Tax and no Exempt or Resale customer exemption is defined.

• State or Province Exemption details that apply only when a customer has exemption in a specific State or Province and no Exempt or Release customer exemption is defined. Must select a valid Country and State combination configured in Work with Countries (WCTY).

Email Addresses

Email Addresses, to manage multiple email address for the customer, can now be accessed through the Email Addresses drawer by selecting the option under the More Options ellipsis menu on the Customer page.

Only one email address can be marked as primary. If switching to another email as the primary, the system will remove the designation from the previous email address and updates the date it was marked as primary. Only the primary email address is displayed on the Customer page.

The primary email address will be synchronized with Customer Engagement when ORCE Customer Integration (L37) system control value is set to INTERACT.

Notes

Notes, to share information about the customer, can now be entered and viewed through the Notes drawer by selecting the option under the More Options ellipsis menu on the Customer page.

The Notes drawer includes the following areas:

• Notes: These are notes that are entered to share information or context about the customer. You can add, edit and delete notes. Default note templates can be defined in Customer Note Types (WNTY).

• Activity: These are system generated notes that provide information about customer activity. These are display only.

Note:

There is a maximum of 999 customer note limit based on the database sequence. Not additional notes or activities can be added if this limit is reached. Contact your system administrator if this occurs.

Profile

Profile data, to define demographics or characteristics about the customer, can now be entered and viewed through the Profile drawer by selecting the option under the More Options ellipsis menu on the Customer page. If a profile category is required, a value must be selected to save the Profile.

Available only when there is at least one category with responses defined in Work with Profile Categories (WPFL).

Profile data will be synchronized with Customer Engagement when ORCE Customer Integration (L37) system control value is set to INTERACT and Send Profile Data to ORCE (L51) system control value is set to Yes.

User Defined Fields

User Defined Fields, to collect additional information about the customer, can now be entered and viewed through the User Defined Fields drawer by selecting the option under the More Options ellipsis menu on the Customer page.

This is available only when there is at least one record defined in Work with User Defined Fields (WUDF) as customer (CST) file code.

Fields will display in the drawer in ascending order based on the Display Sequence value defined in the WUDF details screen. The following input data types are supported:

• Date: defaults to current date and can select a date in the future or past.

• Number: allows up to 15 digits

• Text: allows up to 30 characters

Match Code

The system generated Match Code is now displayed on the following customer pages:

• Edit Customer

• Customer Information in Order Entry

• Edit Sold-To in Order Summary

Fraud Check

Fraud Check is now available on the Create and Edit Customer pages where you can identify a customer’s fraud rule to Hold, Bypass or Fraud.

A user must have ALLOW authority to Maintenance of Hold/Fraud/Bypass Flag (A57) secured feature to update, otherwise it is display only.

Delivery

Delivery is now available to identify whether the address is Residential, Business or No Distinction. The value will default from Default Delivery Code for New Order Entry Customers (D13) system control value if populated.

This is only available when Delivery selected to display in the Work with Contact Center (WWCC) menu option on the following pages:

• Create and Edit Customer

• Customer Information in Order Entry

• Edit Sold-To and Ship-To in Order Summary

• Create and Edit Address Book in Customer, Order Entry and Order Summary

• Schedule Courier Pickup for Returns in Order Summary

Associate Price

Associate Price discounting is now available to be turned on and off through the Create and Edit Customer pages to indicate whether the customer is entitled to receive an associate (discounted) price. Only when set to Yes, it will display the Associate field on the Customer page.

A user must have ALLOW authority to the Change Associate Customer Flag (B10) secure feature to update the Associate Price setting. This is only available when Associate Price is selected to display in the Work with Contact Center (WWCC) menu option.

Customer Discount Percent

Customer Discount Percent is now available on the Create and Edit Customer pages where you can enter a percentage that will be applied automatically to the regular offer price for items on each order placed for the customer. If this field is populated and the customer is also flagged as an Associate, then the system applies the Customer Discount Percent to the regular offer price, not to the associate price.

A user must have ALLOW authority to Access Customer Pricing/Discount Fields (J13) secured feature to update; otherwise, it is display only. This is only available when Customer Discount Percent is selected to display in the Work with Contact Center (WWCC) menu option.

Price Column

Price Column is now available on the Create and Edit Customer pages where you define the same price column as an item for special pricing.

A user must have ALLOW authority to Access Customer Pricing/Discount Fields (J13) secured feature to update; otherwise, it is display only. This is only available when Price Column is selected to display in the Work with Contact Center (WWCC) menu option.

Price Group

Price Group is now available on the Create and Edit Customer pages where you can assign a group to use for quantity price matrix pricing, customer price group pricing or as a qualifier for a promotion. If you do not assign a customer price group to a customer, the system uses the customer price group defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value.

A user must have ALLOW authority to Access Customer Pricing/Discount Fields (J13) secured feature to update; otherwise, it is display only. This is only available when Price Group is selected to display in the Work with Contact Center (WWCC) menu option, and there is at least one price group defined within Customer Price Groups (WCPG).

Note:

Customer Discount Percent, Price Column and Price Group are all used to support various price discounting methods in the system. If these pricing methods are not used, you can prevent their display in Work with Contact Center (WWCC) menu option.

Modern View Error Orders

An Error Orders screen suite is now available in Modern View to review, delete, resubmit and edit an order in error that is associated to a batch number. Orders can be resubmitted either individually or through a bulk action.

Error Orders will be available under the Order Entry menu.

Important:

Classic View Order Maintenance (OEOM) has been deprecated. The Error Orders option in Modern View should be used instead to manage orders in error. Refer to the Order Administration: Classic View Order Entry and Maintenance Screens of the Scheduled Deprecated Features Removed for details.

The following actions can be performed on the Error Orders page:

• Filter the Error Orders by the error reason, batch number, order date, order number or customer number.

• Perform a Bulk Resubmit by selecting one or more orders.

• Resubmit a batch of orders to process through the edit/accept process and generate a report with the remaining errors.

• Use the My Jobs or My Docs options in Classic View to view the Remote Order Errors (REMOTE_ORDER_ERRORS) report located under the EDIT_BAT job.

• Reject all orders within a selected batch number to delete the orders. These orders cannot be recovered. A user must have ALLOW authority to Allow Reject of all orders in Error Batch (J12) secured feature for the company.

• View the status of each batch that is in progress (resubmitted or rejected) or locked. Batches that are open and not performing any updates will not be listed.

• Print Error Orders to generate the printable report for a selected batch number. This will not process the orders through edit/accept. It is a report generated with the current errors.

• Use the My Jobs or My Docs options in Classic View to view the Remote Order Errors (REMOTE_ORDER_ERRORS) report located under the EO_RPT job.

Once configuration or setup changes are done to correct errors, use the Resubmit option by batch number or select orders to edit/accept multiple orders for processing. For order specific data errors, edits must be performed individually through Order Summary.

Note:

Users must have DISPLAY or ALLOW authority to the Error Orders (EROR) menu option. ALLOW authority is required to perform a resubmit or reject bulk action.

Modern View Pending Orders

With this update, Pending Orders and Pending Order Summary screen suites are now available in Modern View.

Note:

The Display Pending Orders (DOSS) is still available in Classic View; however, Oracle Retail recommends that you use the screens in Modern View for displaying pending orders.

Important:

Pending Order Details (DOSS), in Classic View, no longer supports a link to open Order Inquiry.

Use Pending Order Summary to display a summary of all pending orders based on assigned queues to identify if daily processes are running as expected. Queue assignment hierarchy is the same logic that is used in Display Pending Orders (DOSS) in Classic View and uses the following pending order queues:

• Backordered

• Error

• Held

• Pickup

• Printed

• Quote

• Reserved

• Suspended

Select a Pending Order Queue link from the Pending Order Summary page to open Pending Orders where each order assigned to that queue is listed. Orders will display where the Order Header is NOT in a status of Canceled or Closed. Additionally, you can access Pending Orders directly from the Task menu.

From the Pending Orders page, you can open Order Summary for each order.

Note:

Users must have DISPLAY or ALLOW authority to the Pending Order Summary (DOSS) and Pending Order List (DOSD) menu options. Both options are available under the Customer Service menu.

Catalog Requests

With this update, catalog requests are now automatically processed and written to a Catalog Request Outbound Advanced Data Queue and no longer generated through an output file. Additionally, a catalog can be requested through the Modern View Contact Center.

Important:

Prior to updating to 24.2.301.0, all pending catalog request should be printed and deleted from the catalog request table using existing processes. Post update, the remaining records will not be moved to the new queue process and would need to be re-entered.

Menu options, system control values and tables have been removed from Order Administration as they are no longer used. Refer to the Order Administration: Catalog Request File section of the Scheduled Deprecated Features Removed for details.

A customer will no longer be created when requesting a catalog through the UI; instead, a customer must first be created, and then a catalog can be requested through Modern View Customer page. However, the Catalog Request API and Catalog Request Upload processes will continue to create customer records.

Catalog Requests can be created and processed automatically through:

• the Request Catalog option from the Modern View Customer page

• the File Storage API and the Upload Catalog Request File (UPCATRQ) periodic function

• the Catalog Request upload option from the Work with File Uploads (WUPL) menu option

• the Catalog Request (CWCatRequest) API

  • For more information see the E-Commerce Catalog Requests section in the Order Administration Cloud Service Web Services Guide (MOS ID: 2953017.1).

Catalog Requests in error will continue to be managed through the Working with the Catalog Request Interface (WCRU) menu option. Once the record is corrected, it will automatically be written to the Catalog Request Outbound Advanced Data Queue.

Catalog Requests that pass validation edits will immediately:

• Make historical updates in the Catalog Request History, Customer Mail History, Customer Order History, Customer Sold To and Source code tables.

• Write a Customer Inquiry (CI) Marketing Download trigger record if enabled.

• Write the request to the Catalog Request Outbound Advanced Data Queue in JSON format.

  Note:

  Item and SKU fields will no longer be included in the Request Catalog input values.

Modern View Request Catalog

A request to send a catalog is now available through the Modern View Customer page by selecting the Request Catalog option, available only after a customer has been created. When selected, the name and address is populated from the customer record and unable to be changed. A source code, offer and the number of copies must be entered.

Note:

A user must have ALLOW access to the (A75) secured feature to increment the number of copies.

Catalog Request Advanced Data Message Queue

All catalog requests will now be written to an outbound data message queue where the retailer can selectively retrieve the records to generate mailing labels for the catalogs using the JMS RESTful web service.

• Only a single outbound queue is supported for catalog requests.

Use the JMS RESTful getFromQueue v2 web service with a queueName of CATALOG_REQUEST_OUT_OUT and optionally, filter the results by including one or more of the following search criteria (if more than one criteria is included, the record must match all filters to be included):

• Company Number

• Request Date

• Customer Sold To Number

• Customer Engagement Customer Number

• Source Code

• Offer Code

For more information on the JMS RESTful Web Service, see the “Advanced Queuing” section in the Order Administration Cloud Service Implementation Guide.

Oracle Retail Promotion Engine (ORPE) Enhancements

Prevent Applying Shipping Rewards

With this update, when ORPE is enabled, a ship via can now be prevented from being overridden by a promotion when submitted through the Order API or Modern View Order Entry. When prevented, the ORPE applyDeals message is sent indicating it is not eligible for any shipping rewards.

To prevent a ship via from being overridden through Modern View Order Entry, select the “Keep Selected Ship Via” option that is displayed below the Ship Via on the Shipping step when ORPE is enabled.

• When the ship via is overridden by an ORPE promotion, additional messaging is displayed on the Review step of Order Entry. “Ship Via applied by promotion engine.” will display below the Ship Via Code and Description.

To prevent a ship via from being overridden through the Order API, set the keep_selected_ship_via field to Y.

• Supported in the CWOrderIn XML version 13.0 and above.

• Included in the CWOrderOut XML version 14.0 and above when set to Y.

The following Order Activity records will now be written:

• When a ship via override is prevented: Type of USER OVERRIDE and a message of “Ship Via override applied by user <ship via code - description>”.

• When a ship via override applied does not exist in Order Administration: Type of SYSTEM UPDATE and a message of “Ship Via <ship via code - description> not applied by promotion engine”.

• When a ship via override is applied and is different from the original ship via: Type of SYSTEM UPDATE and a message of “Ship Via <ship via code - description> applied by promotion engine”.

  • If the ship via applied is the same as the original ship via, no order activity record is written.

Oracle Retail Customer Engagement Multiple Organizations

With this update, each company in Order Administration can now be configured to communicate with a specific organization in Oracle Retail Customer Engagement (ORCE) and Order Retail Promotion Engine (ORPE).  This allows a retailer to support multiple organizations within one instance of ORCE.

There are no changes required within Order Administration to configure or continue to communicate to the default organization in ORCE and ORPE. 

Order Administration will not store or pass the ORCE Organization ID in any communication. Order Administration communicates with a specific ORCE organization based on Application Client id.  When there is more than the default organization in ORCE, each Application Client is assigned to a Primary organization in the User screen within ORCE.

The Application Client ID (and Secret) that the ORCE Organization has access to, will be defined in the Work with Outbound Web Services (WWSA) in Classic View for each company. That Client ID for the company is what ORCE will use for selecting the organization to work with.

• Update the Client ID and Secret for each of the Web Services within WWSA to ensure all communication is pointing to the correct ORCE Organization:

  • ORCE Coupon Service

  • ORCE Customer

  • ORCE File Service

  • ORCE Loyalty

  • ORCE Purchase History

  • ORCE Registry

  • ORCE Stored Value Card

  • ORPE Promotion

Additionally, once ORCE is configured for multiple organizations and you are sending the ORCE POSLog, the ORCE Import Folder Path (M63) system control value must be updated to include the ORCE Organization ID.

• For a single organization the path is ‘imports/fileset/’

• For multiple organization the path is ‘imports/fileset/#/’ where # is the ORCE Organization ID available through the ORCE Organization UI.

Address Validation and Type-Ahead Lookup

With this update, Order Administration has expanded support for Address Validation and Lookup by supporting the latest API formats with Experian Data Quality and introducing Type-Ahead Address Lookup from Modern View. Additionally, APIs are now available to integrate to another external address verification provider.

Address Validation

Order Administration now supports the following integrations for address validation:

• Experian Data Quality (EDQ) Address Validate API using the RESTful format. This is also referred to as QAS. (Previously it was integrated using the SOAP format which has been deprecated. Refer to the Order Administration: Experian Data Quality (EDQ) Address Validate SOAP API deprecation section.)

• Generic RESTful Address Validation API that can be leveraged to integrate to an external address verification provider.

Address Validation is supported through the following processes when enabled for a Country:

• Order API

• Customer API

• Catalog Request API

• Classic View Customer Sold To (WCST)

• Classic View Catalog Request Interface (WCRU)

Note:

Address Validation is not evaluated from Modern View. Refer to the Address Lookup section for type-ahead functionality available in Modern View.

Type-Ahead Address Lookup

Order Administration now supports the following integrations for type-ahead address:

• Experian Data Quality (EDQ) Address Search API

• Generic RESTful Address Search API that can be leveraged to integrate to an external address search provider.

Address Type-Ahead Lookup is supported in the following Address Form screens in Modern View Contact Center when enabled for a Country.

• Create and Edit Customer

• Customer Information in Order Entry

• Edit Sold-To and Ship-To in Order Summary

• One-Time Address in Order Entry and Order Summary

• Create and Edit Address Book in Customer, Order Entry and Order Summary

• Schedule Courier Pickup for Returns in Order Summary

To perform the address lookup, a user will select a country that is configured for address lookup and then type the address into a new Address Lookup field. As the user continues to type, a list of matching addresses will be displayed to choose from. Continue typing the address to refine the list. Once an address is selected, that will be displayed on the screen and can be manually overridden using the edit icon.

• If the selected country is not enabled for address lookup, the screen will display all standard address fields.

• The address would generally be typed in the order of a standard address structure; however, different search terms or sequences may be appropriate in different countries

  • For addresses in the US, the lookup may assume the street address is the starting point so entering a postal code first would provide invalid results. Additionally, you may need to avoid using terms such as “street”, “road” or “circle” to find a match as that may be too specific.

Note:

The Address Form pages in Modern View have been redesigned to provide a better user experience. Refer to the Address Form Redesign section for more information.

Setup Requirements

The following will need to be configured to enable Address Validation and/or Address Type-Ahead Lookup unless indicated that it’s only used for one of the integrations:

• Populate the 3-digit ISO Country Code in Work with Countries (WCTY)

  • Only countries where the region (or state code) is either empty or has a 2-character code are supported. For example: Canada (CAN), United Kingdom (GBR), United States (USA) and Australia (AUS) are all supported.

• Address Service Authorization Token (B66) system control value

  • Previously, this was configured in the QAS_ADDRESS_SERVICE_TOKEN property which is no longer supported. Upon update, if the property was populated that will be copied to B66.

• Address Validation Service Endpoint URL (B67) system control value

  • Previously, this was configured in the ADDRESS_SERVICE_ENDPOINT_URL property which is no longer supported. Upon update, if the property was populated, B67 will be updated with the REST Experian Data Quality Address Search REST URL.

  • This URL is only used for Address Validation.

• Address Type-Ahead Service Endpoint URL (B68) system control value

  • This URL is only used for Address Type-Ahead Lookup.

• Address Interface (I67) system control value

  • Must select QAS (Experian) or GENERIC to indicate the type of Address Service Interface.

  • Upon update, if I67 is set to Y, it will be set to QAS otherwise will be set to NONE.

  • Set the Address Verification flag in Work with Order Type (WOTY) to Yes.

  • This setting is only used for Address Validation.

Payment Configuration Enhancements

When selecting Adyen as the Merchant Account in the Payment Configurations screen in Modern View, the region is now a drop-down list where a user will select US, EU, APSE or AU. EFTConnect has been enhanced to handle a list of regions instead of only US or EU.

Web Service Enhancements

Order API

Several fields have been added to a new version of the Order API. CWOrderIn XML version 13.0 and CWOrderOut XML version 14.0 will be required to leverage this functionality.

• Added keep_selected_ship_via field to Prevent Applying Shipping Rewards that override the ship via with Shipping Awards applied by the ORPE Promotion Engine.

• Added discount_amount field to the Ship-To that allows a flat Ship-To Level Discounts to be prorated against all discountable lines. Any additional source code, offer, percentage and Order Administration promotion base discounts will be applied, in addition to the flat discount amount.

• Added a targetedDeal element that allows for one or more targeted Promotion Deal IDs to be evaluated when ORPE Promotion Engine is enabled.

• Added coupon_id and serialized_flag fields to the promotion element. These fields allow multi-use and/or Serialized Coupons to be applied when ORPE Promotion Engine is enabled.

Order Pick Ticket API

A web service is now available to request details for one or more open pick tickets. The response will include header and detail level data.

Return Authorization API

Updated the structure of the Receive Return Authorization request message, in a new version 2.0, to match the other Return Authorization services. This change will allow us to receive multiple lines from multiple Return Authorizations from multiple orders in a single request, which can be used as a bulk operation. 

• The system will use raReferenceId to find a match, and if no match or not passed, it will use a combination of orderNumber, orderShiptoNumber and raNumber to find a match. The company is always required.

It is recommended to integrate with version 2.0 of the Return Authorization services to use the latest structure.

Sales Audit (ReSA) Integration Endpoints

With this update, Order Administration will support multiple File Transfer methods with ReSA. The endpoint configured in Sales Audit File Service URL (M64) system control value will determine which method is used.

• If ‘/RmsReSTServices/’ is in the URL, the RMFCS exposed FTS Service URL is used.

• If ‘/RmsPlatformServices/’ is in the URL, the Platform FTS Service URL is used.

Note:

Retail Merchandising Foundation Cloud Service announced the deprecation of the RMFCS exposed FTS Service URL in version 23.0.101.0. If using this URL, it is recommended that you move to the Platform FTS Service URL.

Performance Enhancements

With this update, changes to connection wrapping and properties enhanced performance of the application.

Database and Retail Data Store Updates

The Data Dictionaries include changes related to this update of Order Administration Cloud Service.

Retail Home Subscription Metric Report

With this update, Order Administration will be configured to provide subscription usage metrics to Retail Home. This report provides visibility to how many orders exist by month, which is the metric used for all Order Administration cloud services.

Order Orchestration Enhancements

Order Administration Status Recovery

With this update, an Order Administration Status Recovery job is now available to run to send status changes to Order Administration that occurred on or after a specified date for a specific system. This job can be run to correct any statuses that are out of synchronization due to unplanned reason. Since this job will trigger status updates for every change that occurred after the specified start date.

The job will identify and send all Requests that have had a status update after the 'Status Start Date' entered in the scheduled job screen. While running it will pause any real-time updates for that system and send those once the job is complete.

The job is available within the Data Hygiene folder and a record will be written to job history with the Status Start Date and count of Posted Orders.

Note:

Use caution when setting the start date of when the records will be submitted so that it’s limited only to statuses that need to be resent. This job can be schedule or run once, after that the start date will need to be entered again and a new run scheduled.

Database and Retail Data Store Updates

The Data Dictionaries include changes related to this update of Order Orchestration Cloud Service.

Retail Home Subscription Metric Report

With this update, Order Orchestration will be configured to provide subscription usage metrics to Retail Home. This report provides visibility to how many orders exist by month, which is the metric used for all Order Orchestration cloud services.